Document Merging

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Document Merging


Xeppo has integrated with a 3rd Party product called FormStack (formerly WebMerge).

This connectivity allows you to automate the production and delivery of emails and MS Office documents.

Key capabilities include:

  • ability to build coded email or Office documents (Word, Excel, Powerpoint)
  • automate the delivery to clients by email
  • automate digital signing by enabling the delivery to a digital signing tool (such as Adobe Sign or DocuSign)
  • automate the delivery to supported document storage solutions such as Sharepoint and DropBox.

Integration features include:

  • available via Client views
  • documents are automatically stored in Xeppo Document Apps against the relevant client
  • access all data in Xeppo held against the client
  • build sophisticated tables and reports tailored to client profile.
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